Core Insights - The recent survey indicates that the "takeout war" has led to a significant increase in takeout orders while causing a notable decline in dine-in traffic, thereby lowering the price anchor in the restaurant industry and reinforcing consumers' mindset towards low-cost consumption [1][3]. Group 1: Consumer Behavior Changes - 75% of consumers have opted for takeout over dine-in due to lower prices [3]. - Since July, 80% of respondents have changed their dining habits, with 44% increasing their takeout frequency and decreasing dine-in frequency [3]. - 86% of respondents are more likely to choose takeout if they find it cheaper than dine-in options [3]. Group 2: Price Perception and Market Dynamics - Half of the respondents believe that subsidized takeout prices are closer to normal prices, indicating that businesses can still profit at current price levels [3]. - Over 60% of respondents expect takeout prices to remain at current levels even after subsidies end, suggesting a long-term shift in price perception [3][5]. - 86% of respondents would reduce their takeout frequency if prices rise in the future, indicating a risk of order volume decline as subsidies decrease [5]. Group 3: Quality and Experience Concerns - Over 70% of respondents reported a decline in their takeout experience, citing longer delivery times, food safety issues, reduced portion sizes, declining food quality, and poor service as primary concerns [5][6]. - Experts have raised concerns about the "involution" competition among takeout platforms, which distorts prices and disrupts market order, potentially leading to a "quantity and price damage" cycle in the restaurant industry [6].

与此同时，半数被调查者认同"补贴后的外卖价格更加接近正常价格"，他们认为"没人会做亏本的买 卖，在当前的外卖价格下，商家仍然是有利润的"。超六成被调查者认为，"即使补贴结束，外卖的价格 也应长期维持在当前价格水平"。这说明，外卖价格战强化了低价消费心智，行业价格锚点被拉低，利 润也进一步收缩。 此外，"外卖大战"也带来消费体验和就餐体验下降。问卷结果显示，超七成被调查者表示近期外卖消费 体验下降，其中排在前列的选项依次为：配送时长明显变长、食品安全问题、菜品份量减少、菜品品质 下降和商户服务态度下降。 ▲调研显示"低价即常态"的消费认知正在被持续的大额补贴进一步强化。 而在"低价即常态"的消费心理下，86%的被调查者表示如果未来外卖价格回升，他们会选择降低外卖消 费频次，寻找更加便宜的餐品。这意味着随着未来补贴的减少，外卖订单规模存在较大萎缩风险。此 外，仅有15%的被调查者会在外卖价格回升后仍然选择购买原来的商品。 调研提示，随着外卖价格的回升，商户原本的消费客群会面临流失风险，应尽快调整经营模式适应行业 新价格带。 8月7日，立信咨询针对高线城市的外卖高频消费者开展专项问卷调研（以下简称"调研"）。结果显 ...